Morgan Stanley Lowers GM Price Target to $95
- Rating
- Buy
- Target
- $95
- from $101 (−6%)
- Upside
- +25%
- GM at $76.10 today
What the analyst said
Morgan Stanley analyst Andrew Percoco lowered the price target on General Motors (NYSE: GM) to $95 (from $101) while maintaining an Overweight rating.
“Yesterday’s stock reaction was overblown in our view. GM hit 3Q expectations, reiterated/raised aspects of its 2026 guidance, and announced a $20bn share buyback.
The softer 2027 outlook, which is primarily a result of a higher commodity backdrop, should have been broadly expected. Reiterate OW.”
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.
This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.
Where the price stands
GM trades at $76.10. The 9 analysts who set a target in the last 3 months range from $95 to $132, with a median of $100. This $95 target is 5% below the median, the lowest on the Street.
12-month window: day 0 of 365, closes on October 21, 2027.
Track record
This callOpen: a 12-month target, scored on October 21, 2027, a year after the note.
Firm track recordMorgan Stanley: 89% of its 27 targets at least a year old were reached within 12 months (#7 of 28 firms). Accuracy ranking →
Morgan Stanley on General Motors
Morgan Stanley price targets on General Motors
2 calls from July 22, 2026 to October 21, 2026. The target went from $101 to $95 (−6%). The rating stayed Buy.
- October 21, 2026 This noteTarget cut from $101 (−6%)Buy$95
- July 22, 2026Earliest call shownBuy$101
Other analysts on General Motors
TD CowenBuy
Kept rating and price target · Oct 21
$132maintained
RBC CapitalBuy
Cut price target −4%, kept rating · Oct 21
$98from $102
Goldman SachsBuy
Cut price target −14%, kept rating · Oct 21
$96from $112
UBSBuy
Cut price target −3%, kept rating · Oct 21
$109from $112
BarclaysBuy
Cut price target −5%, kept rating · Oct 21
$105from $110